Position

Maintenance | Users | Users Group

Position

This maintenance screen allows the users to configure the position of the other users that will be using the system.

Company Structure(Position)

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Notes:

• Position is needed when creating a User.
  • Position with INACTIVE status can still be used by users prior to its deactivation.

Adding Position

1. Click Position under Maintenance Module 2. Under Position Menu Screen, Click Add Position

3. Fill out the necessary fields then click Save.

Field	Description	Expected Values
1. Position	•Position of the user	•Alphanumeric
2. Description	•Description of the Position	•Alphanumeric

Editing Position

1. Click Position under Maintenance Module

2. Select a Position that needs to update its details. Click the drop-down arrow then click Edit.

3. Update the necessary fields then click Save.

Field	Description	Expected Values
1. Position	•Position of the user	•Alphanumeric
2. Description	•Description of the Position	•Alphanumeric

Importing Position

1. Click Position under Maintenance Module

2. Under Position Screen, click Import Position under Options.

3. Download the template in the link provided under step 1.

4. Fill up the information needed for each columns of the template.

Position Import Details

Field	Description	Allowed Inputs	Input Restrictions	Required Field?
1. Position	Position of the user	*Alphanumeric *Special Characters	*Up to 100 characters	Yes
2. Description	Description of the Position	*Alphanumeric *Special Characters	*Up to 250 characters	Yes

5. Attach the template then click Import.

Position Record Option

Actions Available base from Position Record Status

Status	View	Edit	Deactivate	Activate	Delete
ACTIVE	☑	☑	☑		☑
INACTIVE	☑	☑		☑

Notes:

• Position is Required when creating or Editing Users. Position is important when choosing what appropriate Users Group that the user will be assigned
  • Position can only be used if the status is ACTIVE
• The user can edit the details while viewing the record.
• If the Position record has been used in other records. Position cannot be deleted.
• Activating/Deactivating and Deleting of Records can be done in two ways.
  • For single records, the user may use the drop down arrow then the action that need to perform.
  • For multiple records, the user may tick the records then click the action button that need to perform
    • Click the Yes in the confirmation to proceed on the action taken.